EEDGAR/calls
The BriefMarketsAll StocksNewsScreenerCommunity

Get the Brief in your inbox

A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

EEDGAR/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

Research

  • The Brief
  • Markets
  • All Stocks
  • Screener
  • Discover
  • Research
  • The Flip Side
  • Track record

Tools

  • Compare
  • Congress trades
  • Events
  • Filing search
  • Groups
  • Trending
  • News

More

  • Pricing
  • Community
  • Newsletter
  • Developers / API
  • Account
DisclosuresTermsPrivacy

Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. EDGAR/calls is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

EEDGAR/calls
The BriefMarketsAll StocksNewsScreenerCommunity

Pulling SEC filings + quote and writing the call…

EEDGAR/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← New search
Home›Stocks›INNV

INNV

InnovAge Holding Corp.

Next earnings Sep 7, 2026 (after close) · consensus $0.07 EPS, $243M rev

Last earnings -2.6% on 2026-05-05

Sell
$10.79
▲ +4.25%
$10.79▲ +171.79%
over 1Y
L $3.13EODHDH $10.79
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+4.3%
1W+17.2%
1M+45.2%
3M+36.4%
YTD+107.9%
1Y+171.8%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Sell
Quality
D
Valuation
Fair value
Filings
Watch
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 9 analysts
Sell

Revenue grew 11.8% YoY; but unprofitable (net margin -3.6%).

Revenue (FY2025) $854M · FY2025

InnovAge Holding Corp. shows $854M in FY2025 revenue (+11.8% YoY), a -3.6% net margin, and -12.9% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$638M$699M$688M$764M$854M
Gross profit—$135M$101M$132M$154M
Operating income-$12.3M-$4.41M-$49.4M-$23.2M-$29.8M
Net income-$44.0M-$6.52M-$40.7M-$21.3M-$30.3M
Diluted EPS-$0.36-$0.05-$0.30-$0.16-$0.22
Net margin-6.9%-0.9%-5.9%-2.8%-3.6%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$1.46B
EV / EBITDA—
EV / Sales1.7
EV / FCF54.8
P / FCF55.0
PEG (trailing)—
Earnings yield-2.1%
FCF yield1.8%

Quality & risk

ROIC (est.)-8.0%
Free cash flow$26.6M
Total debt$59.7M
Net cash$4.42M
Altman Z-Score4.52 safe
Piotroski F-Score5/9

Capital returns

Buyback yield5.3%
Dividend yield (est.)0.6%
Shareholder yield6.0%
Shares Δ YoY+0.0%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
  1. 8-K Reg FD disclosure2026-05-18
  2. 8-K Officer / director change2026-05-12
  3. 10-Q Quarterly report2026-05-08
  4. 8-K Earnings results2026-05-05
  5. 8-K Reg FD disclosure2026-03-17
  6. 8-K Earnings results2026-02-03
  7. 10-Q Quarterly report2026-02-03
  8. 8-K Officer / director change2026-01-29
  9. 10-Q Quarterly report2025-11-04

Recent filings

all on EDGAR ↗
4Period ending 2026-06-082026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-052026-06-08open ↗3Period ending 2026-06-082026-06-08open ↗8-KPeriod ending 2026-05-182026-05-18open ↗8-KPeriod ending 2026-05-112026-05-12open ↗10-QPeriod ending 2026-03-312026-05-08open ↗8-KPeriod ending 2026-05-052026-05-05open ↗8-KPeriod ending 2026-03-172026-03-17open ↗10-QPeriod ending 2025-12-312026-02-03open ↗8-KPeriod ending 2026-02-032026-02-03open ↗3Period ending 2026-01-282026-01-30open ↗

Quality score

D
ValueGrowthProfitHealthMom.
ValueA-
GrowthD
ProfitabilityF
Financial healthC+
Momentum—
  • ✓Revenue growing year-over-year
  • ✗Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✓Liabilities below 2× equity
Revenue
$854M
+11.8% YoY
Net margin
-3.6%
ROE
-12.9%
P/E
—

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$854M+11.8%
Net income-$30.3M-42.1%
Gross profit$154M+16.3%
Operating income-$29.8M-28.4%
Diluted EPS-$0.22-37.5%
Cash & equivalents$64.1M+12.6%
Total assets$527M-3.8%
Total liabilities$264M+6.5%
Stockholders' equity$235M-12.7%
Gross: 18.0%Op.: -3.5%L/E: 1.12x

Frequently asked

Is InnovAge Holding Corp. (INNV) a buy?
INNV currently carries a Sell rating with 3/5 conviction, derived from its latest SEC filings. Revenue grew 11.8% YoY; but unprofitable (net margin -3.6%).
What is InnovAge Holding Corp.'s quality score?
INNV scores 49.74509803921568/100 (grade D) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001834376, latest 10-Q filed 2026-05-08) · EODHD · as of 6/26/2026, 6:56:53 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2026-06-08
Browne Jennifer
President and COO
Award67.8K
2026-06-06
DAMATO NICOLE
CHIEF LEGAL OFFICER
Tax8.02K @ $7.30$58.5K
2026-06-06
BLAIR PATRICK T
CHIEF EXECUTIVE OFFICER
Tax10.1K @ $7.30$73.6K
2026-06-05
BLAIR PATRICK T
CHIEF EXECUTIVE OFFICER
Tax11.9K @ $7.30$86.7K
2026-06-04
DAMATO NICOLE
CHIEF LEGAL OFFICER
Tax15.0K @ $7.20$108K
2025-12-01
BLAIR PATRICK T
CHIEF EXECUTIVE OFFICER
Tax5.05K @ $5.47$27.6K
2025-11-14
SCARBROUGH MICHAEL ANTHONY
President and COO
Sell33.0K @ $4.90$162K
2025-09-01
BLAIR PATRICK T
CHIEF EXECUTIVE OFFICER
Tax5.06K @ $3.83$19.4K
2025-08-15
DAMATO NICOLE
CHIEF LEGAL OFFICER
Tax14.3K @ $3.43$49.1K
2025-07-16
BLAIR PATRICK T
CHIEF EXECUTIVE OFFICER
Award137K

Earnings history

beat/miss · move
2026-05-05Miss -459.5% est▼ -2.57%8-K ↗
2026-02-03Beat +96.1% est▼ -0.70%8-K ↗
2025-11-04Beat +488.2% est▲ +2.11%8-K ↗
2025-09-09Beat +58.0% est▲ +5.96%8-K ↗
2025-05-06—▼ -1.38%8-K ↗
2025-02-04—▲ +4.53%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
InnovAge Holding Corp. Q3 2026 Earnings Call SummaryBullish
finance.yahoo.com· 2026-05-06
InnovAge projects $950M-$975M revenue and $85M-$90M adjusted EBITDA for fiscal 2026 amid early 2027 rate pressure signalsBullish
seekingalpha.com· 2026-05-06
Can Strong Growth Aid INNV's Q3 Earnings Amid Margin Seasonality?Bullish
finance.yahoo.com· 2026-05-04
Organon (OGN) Soars 30.9%: Is Further Upside Left in the Stock?Bullish
finance.yahoo.com· 2026-04-27
HCA Healthcare Q1 Earnings Miss Estimates on Rising ExpensesBullish
finance.yahoo.com· 2026-04-24
ELV Beats Q1 Earnings Estimates on Rising Net Investment IncomeBullish
finance.yahoo.com· 2026-04-22

Vs tracked universe

compare →

1044 tracked peers · median

EDGAR Score50 vs 67
Revenue growth11.8% vs 7.1%
Net margin-3.6% vs 10.5%
Return on equity-12.9% vs 12.3%
P/E— vs 25.5

News sentiment

EODHD · 2d
Bullish
+0.18
vs typical · 3 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.